Search results for how to leave a review

602 articles found

• Sales Pipeline: Actions

  Actions Sales Pipeline currently comes with two actions: Create Deal Move Deal Create Deal When the Create Deal actions are used as a step in a funnel a deal will be created with the following

• What cookies does Groundhogg create?

  Groundhogg uses cookies to provide essential functionality to the end-user and ensure complete and correct customer journeys. Below is a list of cookies that Groundhogg creates to create better and

• Broadcast Reporting

  Upon selecting the "Broadcasts" tab, a comprehensive list of all existing Broadcasts will be displayed. From this interface, you may generate a detailed report for a specific broadcast by clicking

• Replacement Code: {auto_login}

  The Auto Login replacement code can be used to add a link that will automatically log in to the contact if they have a user account. {auto_login_link} To change the login link add dot URL

• Dashboard

  Groundhogg's dashboard offers a highly intuitive, user-friendly interface designed to give users quick access to essential tools and insights. The dashboard features a range of helpful widgets, each

• MemberPress: Integration with Groundhogg

  The Groundhogg MemberPress integration (which is also included in the pro plan or above) allows you to do a lot of neat things that will help you communicate with your members better when using the

• Campaigns

  Campaigns are very useful for organizing your assets. Emails You can use campaigns with emails. When adding/editing an email you can find the campaigns in the right column. Campaigns can be seen in

• Sales Pipeline: Pipeline

  Add a pipeline Edit a pipeline Delete a pipeline Add a Pipeline You can create a pipeline by going to Groundhogg > Pipelines and then clicking New Pipeline at the top. Once clicked you will be given

• Settings

  Groundhogg has a "settings" tab located at Groundhogg > Settings The Settings page by default comes with eight tabs( General, Compliance, Email, Tags, API, Integrations, Misc, Licenses) Additional

• Tutorials: Creating Lead Distribution Funnels

  Does your organization have more than one department or multiple salespeople? Would you like to be able to have more control over who your notification emails are going to? Try following this Lead

• Why we don't offer monthly payment options

  Unlike our SaaS competitors, we only offer annual billing options and not monthly billing. Annual billing is typical of most WordPress plugins. It's easy to forget that Groundhogg is simply a

• Email Editor: Keyboard Shortcut

  You can use keyboard shortcuts in Groundhogg's Email Editor to maintain a smooth writing and editing flow without needing to reach for a mouse. To delete a block: Use the Delete key. To copy a block:

• Action: Admin Notification

  The Admin Notification action sends an email notification to a specified admin or user whenever a contact reaches this step in the funnel. This action is useful for keeping team members informed

• Booking Calendar: Calendar Settings

  Groundhogg Booking Calendar provides various settings that allow calendar owners to manage their appointments efficiently and with ease. General Settings Booking Calendar contains distinct setting

• Zapier Integration: Create zap triggers

  Once you have your zap action-ready in your funnel it's time to create a Zap. To create Zap you need to login into your Zapier account. You can create a Zap by clicking on the MAKE A ZAP button in

• Companies: Files

  The ability to add files to a company is a sought-after feature. You can find the Files section under the Company information card. To Search Files, type in the "Search files..." field. As you type

• Does Groundhogg track UTM parameters?

  UTM tracking occurs upon a lead's sign-up, after which it is stored as metadata accessible via the Contact's "More" tab. Filtering is managed through the "Custom Meta" filter. To filter, input the

• [gh_form] Shortcode

  Web forms in Groundhogg are a powerful way to collect contact information and kickstart your marketing funnels. The [gh_form] shortcode is a quick and easy way to display these forms on WordPress

• Sales Pipeline: Managing Products

  It is possible to arbitrarily add products to a deal, however, if you want to introduce consistency in both name and price of products, you can add a central product list to each pipeline which will

• Opt-in Status Definitions

  New to compliance and the idea of an opt-in status? Here are some definitions to get you up to speed. Unconfirmed When a contact is unconfirmed it means that they have opted into Groundhogg but has

• REST API / Authentication

  The REST API Supports three different methods of authentication at this point in time. Groundhogg API Keys WordPress Application Passwords WordPress REST Nonce Groundhogg API Keys To use an API key

• Snippets

  These snippets can be placed in your theme's functions.php file or a code snippets plugin. Modify Marketing Consent Modify Terms Agreement Modify GDPR Consent Modify Confirmation Text Modify Footer:

• What Is Transactional Email

  Warning! You should not use transactional type email for all your emails, this can land you in legal trouble with your local authorities. When you send an email using a funnel or one-off email you

• Preventing Spam in Web Forms

  If your web forms are being spammed you can harden your site in a few ways to ensure only actual humans are entering your site. Marking Spammy Contacts as "Spam" By marking a contact as "spam" in

• Zapier Integration: Getting started

  Groundhogg has the power to connect with Zapier which can connect you to 1000+ services and give you the power to automate more than just your email marketing funnels. Users of Groundhogg can

• Text Messaging (SMS): Introduction

  Groundhogg's amazing stacks provide access to SMS marketing along with email marketing. You can enable SMS marketing in Groundhogg by installing the SMS plugin on your website. You can download the

• Contact Columns

  When you visit Groundhogg > Contacts you will be presented with a list of Contacts. This list view can be customized to your liking. Selecting what columns to display Managing columns can become

• Content Restriction: Introduction

  Some pages may be designed for a specific audience (such as having a membership site). Due to this, Groundhogg provides the functionality to stop users from viewing certain pages. In order to do

• Note Templates

  Note templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring notes, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete

• Task Templates

  Task templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring tasks, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete

• Contacts

  Groundhogg is a Customer Relationship Management (CRM) system and is made up of various components and features that help businesses manage their interactions with current and potential customers.

• Tutor LMS Integration: Introduction

  Tutor LMS is a feature-rich, easy to use learning platform. With our Tutor LMS integration, you will be able to make it even MORE powerful. The Goundhogg integrations include actions for courses: Add

• Companies: Filters

  Groundhogg's Companies Integrations provide filters to allow you to Name Address Industry Phone Website Date Created Contacts Number of Contacts *You can use these filters together in combination

• Social Proof: Introduction

  Social Proof is one of the easiest ways to increase conversion rates on your lead capture pages. Groundhogg provides a Social Proof extension that displays actions done by the previous users.

• Getting Started: Form connectors

  Groundhogg provides integrations for the majority of major WordPress form builders. Regardless of the form builder, the process to connect it to Groundhogg is the same. In this example, we will be

• Email: Filters

  Title Subject Content Message Type From User Author Funnel Campaigns *You can use these filters together in combination Title Click the ✓ to apply the filter Click the trash can to remove the filter

• Saved Replies

  You can compose and send an email directly from the Contact record. In the email editor, you also have the option to use a saved reply. Click the Saved Replies icon to open a window where you can

• Email Countdown Timer: Introduction

  Countdown You can use the Countdown block in the email editor to add fixed countdowns (based on a specific date) or evergreen countdowns to your emails, with a variety of themes to choose from. Block

• Email Blocks: Countdown

  Countdown You can use the Countdown block in the email editor to add fixed countdowns (based on a specific date) or evergreen countdowns to your emails, with a variety of themes to choose from. Block

• Getting Started

  Groundhogg provides a REST API that allows users to retrieve data remotely using a JSON format. Using the RESTful API users can manage contacts, emails, SMS and tags remotely. By default, Groundhogg

• Getting Started

  Groundhogg provides a REST API that allows users to retrieve data remotely using a JSON format. Using the RESTful API users can manage contacts, emails, SMS and tags remotely. By default, Groundhogg

• White Label Branding: Shipping custom funnel and email templates

  With the White Label Branding addon, you can ship custom funnel and email templates to your clients' sites! Prerequisites Before you can start shipping your custom templates, you'll need... An Agency

• Introduction: Tags

  In Groundhogg, tags are used as labels or markers to categorize and segment contacts, leads, or customers based on specific attributes, behaviors, or characteristics. These tags serve several

• Easy Digital Downloads Integration: Replacement codes

  The Groundhogg Easy Digital Downloads integration contains six different replacement codes that you can use to send discount codes to contacts. Cart URL edd_cart_url The URL of your cart page.

• Custom fields in the list view

  Customizing the contact list view in Groundhogg lets you display the data that matters most to your business—whether it’s tracking a "Last Purchase" date or hiding less-used fields like "Survey

• Really Simple Payments: Payments and refunds

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• What Are Email Headers

  Acquainting oneself with email headers is advantageous for initiating email campaigns and ensuring the authenticity of messages before interacting with any embedded links, thereby reducing the risk

• Preferences Page: Email Archive

  Email Archive This card provides a button to have a link sent to the Contact with a list(archive) of all emails sent. They can also browse emails that are set to public in the Campaign settings. If

• Email Threading

  Email threading is a feature in email clients and services that organizes email messages into a single, coherent conversation. It aims to streamline the viewing and management of email chains by

• Companies: Notes

  A popular feature for companies is the notes. You can find the Notes section under the Company information card. A WYSIWYG editor is provided to generate notes with Bold, Italic, Unordered lists,